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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,190 | $77,460+137.8% | $100,378+83.5% | $80,925+127.6% |
| Participation rate | 42.3% | 76.9%-34.6pp | 81.5%-39.2pp | 67.7%-25.4pp |
| Annual return | 7.24% | 37.24%-30.0pp | 49.41%-42.2pp | 35.65%-28.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,855 | $6,818-72.8% | $8,087-77.1% | $4,299-56.9% |
| Admin fee / account holder | $51,170 | $5,887+769.2% | $7,899+547.8% | $6,940+637.3% |